Q4 2024 · 13F-HR
Praesidium Investment Management Company, LLCholdings as filed
Filed 2025-02-14 · accession 0001172661-25-001158
$596.2M
Reported value
12
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45827U109 | INTA | INTAPP INC | $115.2M | 19.3% | 1,797,391 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $89.2M | 15.0% | 84,150 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $64.3M | 10.8% | 349,438 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $61.7M | 10.3% | 185,136 | Common | SOLE |
| 466313103 | JBL | JABIL INC | $56.6M | 9.50% | 393,663 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $54.7M | 9.18% | 481,725 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $43.2M | 7.24% | 1,467,228 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $35.0M | 5.86% | 60,628 | Common | SOLE |
| 617700109 | MORN | MORNINGSTAR INC | $30.3M | 5.09% | 90,058 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $24.0M | 4.02% | 319,763 | Common | SOLE |
| 36262G101 | GXO | GXO LOGISTICS INCORPORATED | $18.5M | 3.11% | 426,249 | Common | SOLE |
| 74736L109 | QTWO | Q2 HLDGS INC | $3.6M | 0.60% | 35,331 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.